+106.0%
LYV vs BEN
+51.0%
+55.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | -1.9% | -3.1% | +1.2% | -0.9% |
| 30D | -8.2% | +0.2% | -8.4% | -8.3% |
| 3M | -1.3% | +6.8% | -8.1% | -3.9% |
| 6M | +2.6% | +38.1% | -35.5% | -9.3% |
| YTD | +19.4% | +44.3% | -24.9% | +3.3% |
| 1Y | -2.2% | +42.6% | -44.8% | -15.3% |
| 3Y | +106.0% | +52.3% | +53.7% | +70.7% |
| All | +106.0% | +51.0% | +55.1% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling